Hold Points, Inspections & In-Progress Approvals for HVAC
The Hold Points, Inspections & In-Progress Approvals workflow supports HVAC contractors by organizing inspections and approvals during installation. It includes scheduling code inspections, verifying system readiness, and recording approvals before proceeding. By following this process, HVAC companies reduce compliance risks, improve efficiency, and build trust. Clients benefit from transparency and assurance that systems meet standards. Teams gain accountability and consistency. With this workflow in place, HVAC contractors can protect profitability, strengthen credibility, and deliver projects smoothly and safely.
List duct test, unit start-up, and air balance
Schedule duct test and final inspection
Notify HVAC inspector for duct test
Prep duct zones and label equipment
Print duct runs, mechanical plans
Inspect duct runs and fire-blocks
Pressure test and balance internal checks
Host HVAC inspector and test equipment
Reroute duct or adjust insulation
Receive HVAC checklist approval
Update duct test result in tracker
Alert HVAC crew to continue install
Begin final duct seal after approval
Archive duct test and balance reports
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.